Quilter Mortgage Planning Limited

Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Buy-to-Let Mortgage Arranging
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Arranging

For Customer, Regulated mortgage contract
Credit Brokering
Debt Advice
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- · This permission is limited to debt counselling with no debt management activity
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Senior staff personally approved by the FCA to hold their roles here.

Jason Herbert
IRN JXH00218
- (1979)CF1 Director (AR) (13 Nov 2014 to 11 Apr 2019)
Jason Lilford
IRN JXL02025
- (964)CF1 Director (AR) (24 Feb 2015 to 26 May 2016)
Jason Mohammed Wilson
IRN JMW01342
- (2778)CF1 Director (AR) (24 May 2017 to 18 Feb 2021)
Jason Moore
IRN JFM00021
- (1189)CF1 Director (AR) (since 28 Jun 2016)
Jason Poole
IRN JXP01584
- (374)CF4 Partner (AR) (24 Oct 2006 to 6 Dec 2007)
Jason Powell
IRN JXP02114
- (778)CF1 Director (AR) (1 Dec 2017 to 31 Dec 2018)
Jason Rickards
IRN JXR01771
- (30)CF11 Money Laundering Reporting (22 Apr 2009 to 11 Feb 2014)
Jason Ruddy
IRN JXR01960
- (2245)CF1 Director (AR) (3 May 2012 to 17 May 2017)
Jason Walters
IRN JXW02203
- (908)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (909)Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- (910)CF1 Director (AR) (since 28 May 2013)
Jason William Hunter
IRN JWH00027
- (77)CF4 Partner (AR) (5 Mar 2008 to 3 Oct 2017)

Smaller firms operating under this firm's FCA authorisation.

Prosperity Private Wealth Ltd (no longer appointed)
FRN 763657 · Appointed 10 Nov 2016 · Until 5 May 2019
CWM Financial Planning Ltd (no longer appointed)
FRN 762756 · Appointed 7 Nov 2016 · Until 4 Dec 2019
Christine Poynter Ltd (no longer appointed)
FRN 486202 · Appointed 4 Nov 2016 · Until 6 Sep 2017
Coleman Clough Limited (no longer appointed)
FRN 589658 · Appointed 2 Nov 2016 · Until 2 Oct 2017
Patterson Dynes Ltd (no longer appointed)
FRN 763213 · Appointed 31 Oct 2016 · Until 6 Nov 2017
Hinesh Ganda (no longer appointed)
FRN 762804 · Appointed 26 Oct 2016 · Until 11 May 2019
Hurst & Partners LLP (no longer appointed)
FRN 762324 · Appointed 20 Oct 2016 · Until 4 Jun 2021
Andrew Groves (no longer appointed)
FRN 528340 · Appointed 13 Oct 2016 · Until 21 Nov 2016
Verve Mortgages Ltd (no longer appointed)
FRN 760535 · Appointed 7 Oct 2016 · Until 29 Nov 2017
Halcyon Wealth Limited (no longer appointed)
FRN 758949 · Appointed 30 Sep 2016 · Until 13 Sep 2021

Updates to this firm's record on the FCA register.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.